Digital wealth management companies focus on using technology to offer financial services aimed at investment and personal wealth growth. They provide tools for portfolio management, automated investing, and financial planning which make wealth management more accessible to a broad audience. With increasing digital adoption and consumer interest, these companies are integrating artificial intelligence and big data analytics to tailor services to individual needs. Furthermore, growing awareness around sustainable and responsible investing is steering many firms to offer socially conscious investment options. The industry is evolving rapidly as competition fosters innovation and improves client service.

The companies listed here range from small startups to established firms, primarily headquartered in the United States, Canada, and Asia. They vary in size from under fifty employees to several thousand, serving different client needs from robo-advisory services to personalized wealth planning. Most were founded within the past two decades, signaling a trend toward tech-driven financial solutions. Each specializes in distinct niches, such as micro-investing, retirement planning, and asset management, showcasing their adaptability in an ever-changing market.

Continue reading to explore the top digital wealth management companies.

Top 28 Digital Wealth Management Companies

1. Personal Capital

• Website: personalcapital.com
• Ownership type: Private Equity
• Headquarters: Redwood City, California, United States (USA)
• Employee distribution: United States (USA) 50%, Bangladesh 9%, India 9%, Other 33%
• Latest funding: $825.0M, June 2020
• Founded year: 2009
• Headcount: 201-500
• LinkedIn: personalcapital

Personal Capital, founded in 2009 and based in Redwood City, California, is a financial advisory firm that specializes in wealth management and personal finance tools. The company provides a range of services, including investment management, retirement planning, and various financial calculators designed to help clients effectively manage their wealth. Personal Capital operates primarily through its digital platform, allowing users to access their financial information and receive tailored advice. The firm has gained recognition for its user-friendly interface and comprehensive financial tools, which empower individuals to take control of their financial futures. In June 2020, Personal Capital secured $825 million in funding, underscoring its growth potential and the confidence investors have in its business model. Recently, the company rebranded as Empower, reflecting its commitment to enhancing its service offerings and expanding its reach in the financial advisory space.

2. Betterment

• Website: betterment.com
• Ownership type: Private Equity
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: Other (Debt), $100.0M, September 2021
• Founded year: 2010
• Headcount: 201-500
• LinkedIn: betterment

Betterment is a financial advisory firm based in New York, New York, that specializes in digital investment, retirement planning, and cash management services. Founded in 2010, the company has carved out a niche in automated investing, offering clients a user-friendly platform to manage their finances effectively. Betterment provides a range of services, including tax-advantaged IRAs, socially responsible investing options, and high-yield cash accounts. With over 900,000 customers and more than $50 billion in assets under management, Betterment has demonstrated significant growth and a strong market presence. The company has also received substantial funding, with its last round totaling $100 million in September 2021, indicating ongoing investor interest and confidence in its business model. Betterment's commitment to acting as a fiduciary ensures that it prioritizes the best interests of its clients, further solidifying its role in the financial advisory industry.

3. SigFig

• Website: sigfig.com
• Ownership type: Private Equity
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: India 50%, United States (USA) 33%, Canada 11%, Other 6%
• Latest funding: Series E-K, $50.0M, June 2018
• Founded year: 2006
• Headcount: 51-200
• LinkedIn: sigfig

SigFig is a financial technology company based in San Francisco, California, founded in 2006. Initially starting as a portfolio tracking tool, SigFig has evolved into a provider of comprehensive digital wealth management solutions. The company serves a variety of clients, including banks, credit unions, wealth management firms, and individual investors. Their offerings include investment management, risk profiling, and client suitability services, all designed to enhance the client experience and improve operational efficiency for financial institutions. SigFig's platform is particularly focused on meeting the needs of mass affluent clients and emerging investors. The company has received substantial funding, with its last round being a Series E-K funding of $50 million in June 2018, which underscores its growth trajectory and the confidence investors have in its business model. With a workforce that spans multiple countries, including significant representation in India and the USA, SigFig is well-positioned to innovate and adapt in the evolving financial services industry.

4. Nest Wealth (Objectway Group)

• Website: nestwealth.com
• Ownership type: Corporate
• Headquarters: Toronto, Ontario, Canada
• Employee distribution: Canada 100%
• Latest funding: January 2024
• Founded year: 2014
• Headcount: 51-200
• LinkedIn: nest-wealth

Nest Wealth, now part of Objectway Group, is a Toronto-based wealth management firm that specializes in digital solutions for financial advisors and individual investors. Established in 2014, the company has pioneered Canada's first Software as a Service (SaaS) digital wealth management platform. Their mission is to democratize access to sophisticated wealth management advice, allowing a broader audience to benefit from professional financial guidance. Nest Wealth serves a variety of clients, including financial institutions, advisors, and individual investors, providing tools for portfolio management and financial planning. Their platform is designed to streamline the investment process, reduce costs, and enhance the overall client experience. With a commitment to innovation, Nest Wealth continues to evolve its offerings, ensuring they meet the needs of a changing market. The firm has garnered attention for its low-cost investment solutions, making it easier for Canadians to achieve their financial goals.

5. Avaloq

• Website: avaloq.com
• Ownership type: Corporate
• Headquarters: Zurich, Zurich, Switzerland
• Employee distribution: Switzerland 50%, Philippines 14%, India 10%, Other 27%
• Latest funding: June 2023
• Founded year: 1985
• Headcount: 1001-5000
• LinkedIn: avaloq

Avaloq, founded in 1985 and headquartered in Zurich, Switzerland, is a financial technology company that specializes in wealth management technology. With a workforce of approximately 2,445 employees, Avaloq operates globally, providing a comprehensive platform that integrates banking operations, investment management, and digital banking solutions. Their offerings are designed to enhance efficiency and improve client experiences for financial institutions and wealth managers. The company supports a wide range of services, including client management, investment management, trading, and compliance, all aimed at optimizing the wealth management process. Avaloq's platform is available in the cloud and is adaptable to various business models, including software as a service (SaaS) and business process as a service (BPaaS). Their commitment to education through the Avaloq Academy further underscores their involvement in the industry, as they train professionals to effectively utilize their solutions. With over 170 clients worldwide, Avaloq continues to expand its influence in the financial services sector, catering to the needs of both mass-affluent and high-net-worth clients.

6. Acorns

• Website: acorns.com
• Ownership type: Private Equity
• Headquarters: Irvine, California, United States (USA)
• Employee distribution: United States (USA) 95%, United Kingdom (UK) 3%, Other 2%
• Latest funding: Series E-K, $300.0M, March 2022
• Founded year: 2012
• Headcount: 501-1000
• LinkedIn: acorns-grow-inc-

Acorns is a financial technology company based in Irvine, California, founded in 2012. The firm specializes in micro-investing and robo-advice services, aiming to simplify the investment process for everyday consumers. Acorns allows users to invest spare change from everyday purchases, manage retirement accounts, and access banking services, thereby promoting financial wellness. The platform is designed to help individuals grow their wealth through automated investment solutions. With a workforce of around 579 employees, Acorns has made significant strides in the industry, having raised $300 million in its latest funding round in March 2022. This funding reflects the company's potential and ambition to expand its offerings and reach. Acorns serves a primarily U.S. audience, with a small presence in the UK and other regions, and has facilitated over $22 billion in investments since its inception, showcasing its impact on personal finance.

7. Kristal.AI

• Website: kristal.ai
• Ownership type: Venture Capital
• Headquarters: Singapore
• Employee distribution: India 78%, Singapore 11%, United Arab Emirates 7%, Other 4%
• Latest funding: Series B, $10.0M, November 2022
• Founded year: 2016
• Headcount: 51-200
• LinkedIn: kristal.ai

Kristal.AI, officially known as Kristal Advisors, is a financial services firm based in Singapore, specializing in investment management and wealth advisory solutions. Since its inception in 2016, the company has aimed to make premium investment opportunities accessible to a wider audience. Kristal.AI offers a range of investment products, including private wealth services and private market options, tailored for both individual and institutional clients. The firm operates through a sophisticated digital platform that enhances client engagement and streamlines investment management processes. With a significant portion of its workforce located in India, Kristal.AI has expanded its reach across various regions, including Singapore, Hong Kong, and the United Arab Emirates. The company has garnered attention for its innovative approach to wealth management, evidenced by its recent $10 million Series B funding round in November 2022. As of now, Kristal.AI manages over $1.5 billion in assets, showcasing its growing influence in the financial services industry.

8. Tifin

• Website: tifin.com
• Ownership type: Private Equity
• Headquarters: Boulder, Colorado, United States (USA)
• Employee distribution: India 56%, United States (USA) 37%, Spain 7%
• Latest funding: $10.0M, February 2024
• Founded year: 2018
• Headcount: 201-500
• LinkedIn: tifin

Tifin is a financial technology firm based in Boulder, Colorado, established in 2018. The company specializes in artificial intelligence solutions aimed at enhancing wealth management practices. Tifin's product suite includes various platforms that cater to individual investors, financial advisors, and asset managers, focusing on improving investment intelligence and client engagement. The firm has made significant strides in the industry, evidenced by its recent partnerships and product awards, such as the New Product Development Award at the 2024 Wealth Management Industry Awards for its Helix platform. Tifin has also attracted substantial funding, with a reported $10 million raised in February 2024, reflecting strong investor confidence in its innovative approach to wealth management. With a workforce of around 229 employees and a global presence, Tifin is positioned to address the evolving needs of the wealth management sector.

9. Cetera Financial Group

• Website: cetera.com
• Ownership type: Private Equity
• Headquarters: San Diego, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: October 2023
• Founded year: 1981
• Headcount: 1001-5000
• LinkedIn: cetera-financial-group

Cetera Financial Group, founded in 1981 and based in San Diego, California, is a financial services firm that specializes in wealth management and investment advisory solutions. The company operates through a network of independent firms, providing essential tools and support to financial advisors and institutions. Cetera's offerings include technology platforms designed to enhance client engagement and streamline investment management processes. With approximately 1,680 employees, the firm serves a vast network of financial professionals, boasting over 9,000 advisors and managing assets totaling $423 billion. Cetera is dedicated to empowering financial advisors to achieve growth and success, making it a significant player in the wealth management industry.

10. Ellevest

• Website: ellevest.com
• Ownership type: Venture Capital
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: Series B, $53.0M, April 2022
• Founded year: 2014
• Headcount: 11-50
• LinkedIn: ellevest

Ellevest is a financial services company based in New York, founded in 2014. It specializes in wealth management and financial planning, with a particular emphasis on addressing the financial needs of women. The firm offers a range of services, including automated investing, personalized financial planning sessions, and educational workshops. Ellevest's approach is designed to empower women to take control of their financial futures, recognizing that traditional financial models often overlook the unique challenges women face, such as wage disparities and longer life expectancies. The company has received significant venture capital funding, with a notable $53 million raised in 2022, which supports its growth and service expansion. Ellevest's mission is to increase women's financial literacy and wealth, making it a relevant and impactful player in the digital wealth management sector.

11. Robowealth Group

• Website: robowealth.co.th
• Ownership type: Venture Capital
• Headquarters: Bang Rak, Bangkok, Thailand
• Employee distribution: Thailand 100%
• Latest funding: Series A, January 2021
• Founded year: 2017
• Headcount: 51-200
• LinkedIn: robowealth

Robowealth Group, established in 2017 and based in Bangkok, Thailand, is a financial services company that specializes in wealth tech solutions. The firm focuses on providing robo-advisory and mutual fund investment services, catering to both individual and institutional investors. Robowealth aims to simplify the investment process through innovative tools and platforms, making investing more accessible to a wider audience. Their offerings include automated portfolio management and curated investment applications, designed to enhance financial decision-making. Notably, Robowealth has launched several key products, including odini, Thailand's first robo-advisor, and FinVest, a curated investment app. The company has also received recognition for its innovative approach, including awards from the Stock Exchange of Thailand and the National Innovation Agency. Robowealth's commitment to fostering a financial ecosystem that promotes fiscal responsibility and investment education is evident in their operations and community engagement efforts.

12. UOB Asset Management

• Website: uobam.com.sg
• Ownership type: Private
• Headquarters: Singapore
• Employee distribution: Singapore 42%, Malaysia 23%, Indonesia 11%, Other 24%
• Founded year: 1986
• Headcount: 201-500
• LinkedIn: uob-asset-management

UOB Asset Management, founded in 1986, is a private asset management firm based in Singapore. With a workforce of over 500 employees, the company specializes in providing a wide array of investment solutions, including wealth management and sustainable financing. UOBAM serves individual investors, businesses, and institutions, helping them achieve their financial objectives through various funds and investment strategies. The firm operates a digital platform, UOBAM Invest, which allows users to manage their investments conveniently. UOBAM is also recognized for its commitment to sustainability, integrating environmental, social, and governance (ESG) factors into its investment processes. This focus on responsible investing is increasingly important in today's market, positioning UOBAM as a relevant player in the asset management industry.

13. ET Money

• Website: etmoney.com
• Ownership type: Corporate
• Headquarters: Gurugram, Haryana, India
• Employee distribution: India 100%
• Latest funding: $43.9M, June 2024
• Founded year: 2015
• Headcount: 201-500
• LinkedIn: et_money

ET Money, founded in 2015 and based in Gurugram, Haryana, India, is a fintech company dedicated to simplifying the financial journey for individual consumers. The platform provides a comprehensive wealth management solution, offering products such as mutual funds, insurance, and fixed deposits. ET Money leverages technology to empower users, helping them make informed investment choices and manage their portfolios effectively. The company has experienced substantial growth, with over 1.2 million registered users and ₹25,000 crore in assets under management. ET Money's innovative approach includes features like the Genius portfolio management tool, which assists users in aligning their investments with their personal financial goals. The company has also secured funding, indicating investor confidence in its business model and growth potential.

14. Bt

• Website: bt.com.au
• Ownership type: Private
• Headquarters: Barangaroo, New South Wales, Australia
• Employee distribution: Australia 96%, Other 4%
• Founded year: 1969
• Headcount: 1001-5000
• LinkedIn: bt-financial

BT, based in Barangaroo, New South Wales, Australia, is a financial services firm that has been operating since 1969. It specializes in wealth management and investment solutions, providing services such as superannuation, self-managed super funds, and insurance. The company primarily serves financial advisers and individual investors, offering them tools and resources to manage their financial futures. A key component of BT's offering is the BT Panorama platform, which integrates various investment management features and enhances the financial advice process. This platform has evolved over the years and is recognized for its intuitive technology and customer service. BT is part of the Westpac Banking Corporation, which adds to its credibility and stability in the financial services industry.

15. LGT Private Banking

• Website: lgt.com
• Ownership type: Family Owned
• Headquarters: Vaduz, Vaduz, Liechtenstein
• Employee distribution: Liechtenstein 35%, Switzerland 31%, Singapore 12%, Other 23%
• Founded year: 1920
• Headcount: 1001-5000
• LinkedIn: followlgt

LGT Private Banking, based in Vaduz, Liechtenstein, is a family-owned private bank that has been operating since 1920. The firm specializes in providing private banking and asset management services tailored to ultra-high-net-worth individuals and families. LGT offers a comprehensive suite of services, including customized investment strategies, family governance, and philanthropy advisory. Their approach is characterized by a deep understanding of the complexities that come with significant wealth, allowing them to deliver holistic wealth solutions. LGT operates globally, with a notable presence in key financial hubs such as Switzerland, Singapore, and Hong Kong. The firm has also embraced digital transformation through its LGT SmartBanking platform, which facilitates online banking and investment management for clients. This digital initiative reflects their commitment to enhancing client experience and accessibility in wealth management.

16. Wealthy

• Website: wealthy.in
• Ownership type: Venture Capital
• Headquarters: Bengaluru, Karnataka, India
• Employee distribution: India 96%, United Arab Emirates 4%
• Latest funding: $5.4M, May 2024
• Founded year: 2015
• Headcount: 201-500
• LinkedIn: wealthy-in

Wealthy is a wealth management firm based in Bengaluru, Karnataka, India, founded in 2015. The company specializes in offering personalized investment solutions and trading services tailored to individual investors. Wealthy aims to assist clients in growing their wealth through curated portfolios and expert financial advice. The firm operates primarily in the financial services sector and has a significant presence in India, with a small percentage of its operations in the United Arab Emirates. Wealthy has a team of investment experts with extensive experience in wealth management, including professionals with backgrounds from prestigious institutions such as IIM and IIT. The company has recently secured funding of approximately $5.4 million in May 2024, reflecting its active engagement in the industry and commitment to enhancing its service offerings. Wealthy provides a digital platform that allows clients to manage their investments efficiently, ensuring a seamless trading experience with a focus on security and user experience.

17. Farther

• Website: farther.com
• Ownership type: Venture Capital
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 99%
• Latest funding: Series C, $72.0M, October 2024
• Founded year: 2019
• Headcount: 201-500
• LinkedIn: fartherfinance

Farther is a New York-based wealth management firm that specializes in comprehensive financial planning and investment management services for individuals and families. Founded in 2019, the company has rapidly grown to manage over $5 billion in assets. Farther's unique approach integrates personalized guidance from experienced advisors with a sophisticated technology platform, enhancing the wealth management experience for clients. The firm emphasizes the importance of aligning advisor incentives with client interests, ensuring unbiased advice. With a focus on long-term wealth management, Farther supports clients in achieving their financial goals for both current needs and future generations. The company has recently secured $72 million in Series C funding, reflecting its strong market position and growth trajectory. Farther's team includes financial planners, estate attorneys, CPAs, and insurance specialists, providing a holistic approach to wealth management.

18. Aviso

• Website: aviso.ca
• Ownership type: Private
• Headquarters: Toronto, Ontario, Canada
• Employee distribution: Canada 100%
• Founded year: 2018
• Headcount: 501-1000
• LinkedIn: aviso

Aviso Wealth, founded in 2018 and based in Toronto, Ontario, is a private wealth management firm that provides a wide array of financial services. The company specializes in investment solutions, online brokerage, and automated advice, catering to financial institutions, investment advisors, and individual investors. With over $130 billion in assets under administration and management, Aviso plays a significant role in the Canadian wealth management industry. They support more than 3,000 investment advisors and partner with over 300 financial institutions, including credit unions. Aviso is also known for its technology-driven approach, which combines expert support with innovative platforms to help clients achieve their financial goals. Their offerings include Qtrade Direct Investing, a top-ranked online brokerage platform, and Qtrade Guided Portfolios, an automated investing service designed for those who prefer a hands-off approach. This blend of technology and personalized service positions Aviso as a key player in the evolving wealth management landscape.

19. Marstone, Inc.

• Website: marstone.com
• Ownership type: Venture Capital
• Headquarters: Providence, Rhode Island, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: Series B, $8.0M, January 2024
• Founded year: 2013
• Headcount: 11-50
• LinkedIn: marstone-inc

Marstone, Inc. is a financial technology firm based in Providence, Rhode Island, founded in 2013. The company provides digital wealth management solutions specifically designed for financial institutions, including banks and investment firms. Their platform offers personalized portfolio management, financial planning tools, and investment advisory services, all aimed at improving client engagement and enhancing financial literacy. Marstone's mission is to make finance more accessible and understandable for all, which is reflected in their innovative approach to wealth management. They have recently secured $8 million in Series B funding in January 2024, which will support their growth and expansion efforts. Marstone partners with various financial institutions to deliver tailored digital wealth services, demonstrating their commitment to improving financial inclusion and client experience in the investment space.

20. Ndovu

• Website: ndovu.co
• Ownership type: Venture Capital
• Headquarters: Nairobi, Nairobi, Kenya
• Employee distribution: Kenya 100%
• Latest funding: Seed, July 2023
• Founded year: 2020
• Headcount: 11-50
• LinkedIn: ndovuinvest

Ndovu Wealth Ltd, established in 2020 and based in Nairobi, Kenya, is a digital investment platform designed to facilitate investment in both local and global markets. The company offers a range of services, including investment funds, money market funds, and goal-based savings, catering to individual investors and businesses alike. Ndovu emphasizes accessibility, security, and personalized financial advice, aiming to help clients achieve their financial aspirations. The platform is regulated by the Capital Markets Authority of Kenya and is committed to high compliance standards, ensuring a secure environment for its users. With a focus on financial literacy, Ndovu also provides educational resources to empower its clients in making informed investment decisions. The company has garnered a growing user base, indicating its relevance in the digital wealth management space.

21. AGDelta

• Website: agdelta.com
• Ownership type: Private
• Headquarters: Singapore
• Employee distribution: Singapore 58%, India 42%
• Founded year: 2008
• Headcount: 51-200
• LinkedIn: ag-delta-pte-ltd

AGDelta Pte Ltd, founded in 2008 and based in Singapore, is a private FinTech firm that offers a sophisticated digital wealth platform designed specifically for financial institutions. The company focuses on enhancing the investment offerings of banks and financial intermediaries through technology-driven solutions. Their services include digital advisory, compliance, and best execution, which are crucial for improving client experiences in wealth management. AGDelta employs proprietary matching algorithms and artificial intelligence to connect investment opportunities with personalized client profiles. They have transacted a notable USD 1.5 trillion across 15 global markets, serving around 10,000 users. The company has received recognition in the industry, including awards from the Hong Kong ICT Awards and the MAS Fintech Awards, highlighting their impact and innovation in the financial technology space.

22. Amber Group

• Website: ambergroup.io
• Ownership type: Venture Capital
• Headquarters: Singapore
• Employee distribution: Hong Kong S.A.R 34%, China 28%, Singapore 10%, Other 28%
• Latest funding: Series C, $300.0M, December 2022
• Founded year: 2017
• Headcount: 201-500
• LinkedIn: amberbtc

Amber Group, founded in 2017 and headquartered in Singapore, is a digital asset services company that specializes in digital wealth management and asset management. The firm provides a comprehensive suite of services, including advisory, liquidity solutions, and investment research, aimed at both institutional and individual investors. With a focus on maximizing returns, Amber Group tailors its investment strategies to meet the evolving needs of its clients in the digital asset space. The company has a significant presence in Asia, with a workforce distributed across Hong Kong, China, Singapore, Canada, and Taiwan. In December 2022, Amber Group secured $300 million in a Series C funding round, underscoring its growth potential and the confidence investors have in its business model. The firm is also recognized for its commitment to security and compliance, holding various licenses across multiple jurisdictions, which enhances its credibility in the digital finance sector.

23. Formue Sverige

• Website: formue.se
• Ownership type: Family Owned
• Headquarters: Stockholm, Stockholm, Sweden
• Employee distribution: Sweden 98%, Norway 2%
• Founded year: 2000
• Headcount: 201-500
• LinkedIn: burenstam-%26-partners

Formue Sverige, established in 2000 and based in Stockholm, is a family-owned wealth management firm that specializes in personalized investment advisory and financial planning services. The company serves a clientele that includes individuals, families, and foundations, helping them navigate complex financial landscapes. Formue Sverige emphasizes a tailored approach, creating customized wealth management strategies that align with clients' goals and risk profiles. They have developed a digital platform that allows clients to monitor their investment portfolios and financial plans conveniently through an app. This integration of technology into their services reflects their commitment to enhancing client engagement and accessibility. Formue Sverige has received recognition for its innovative approach, winning awards such as the 'Outstanding Independent Wealth Manager' in the Nordics at the Global Private Banking Innovation Awards. Their focus on sustainability and responsible investment practices further underscores their relevance in today's financial advisory landscape.

24. Centric

• Website: centricwealth.com.au
• Ownership type: Private Equity
• Headquarters: Sydney, New South Wales, Australia
• Employee distribution: Australia 100%
• Latest funding: $51.8M, March 2009
• Founded year: 2002
• Headcount: 11-50
• LinkedIn: centric-wealth

Centric, based in Sydney, Australia, is a wealth management firm that operates under the name Centric Capital. Founded in 2002, the company has developed a robust platform that caters to the investment management needs of financial advisers and individual investors. Centric focuses on simplifying the client management process through innovative technology, allowing users to manage portfolios, access a wide range of investment options, and generate reports on demand. With over $8.4 billion in funds under administration and more than 13,500 client accounts, Centric has established itself as a significant player in the wealth management sector. The firm collaborates with various financial institutions to enhance its service offerings and provides extensive support and training to its users, ensuring they are well-equipped to navigate the complexities of investment management.

25. True Potential LLP

• Website: truepotential.co.uk
• Ownership type: Private
• Headquarters: Newcastle Upon Tyne, England, United Kingdom (UK)
• Employee distribution: United Kingdom (UK) 100%
• Founded year: 2007
• Headcount: 201-500
• LinkedIn: true-potential-llp

True Potential LLP, based in Newcastle Upon Tyne, England, is a private wealth management firm founded in 2007. The company specializes in a wide array of financial services, including investment advice, retirement planning, and various pension products. True Potential serves a broad clientele, which includes individual investors and financial advisers looking to enhance their financial strategies. The firm is notable for its innovative use of technology, which allows clients to manage their investments and financial goals more effectively. With over 553,000 investors trusting their services, True Potential has made a significant impact in the UK market. The firm operates with a workforce of approximately 201-500 employees, emphasizing a strong commitment to client service and support. Their platform is designed to provide clients with 24/7 access to their financial information, reflecting a modern approach to wealth management.

26. Fnz

• Website: fnz.com
• Ownership type: Venture Capital
• Headquarters: London, England, United Kingdom (UK)
• Employee distribution: United Kingdom (UK) 24%, Czech Republic 18%, South Africa 11%, Other 47%
• Latest funding: $500.0M, April 2025
• Founded year: 2004
• Headcount: 5001-10000
• LinkedIn: fnz

Fnz, founded in 2004 and headquartered in London, is a financial services company that specializes in providing a global wealth management platform. The firm offers a wide array of services, including financial planning, asset management, and execution services. With a workforce of over 5,000 employees, Fnz partners with more than 650 financial institutions and 12,000 wealth managers, managing approximately $1.5 trillion in assets under administration. Their platform is designed to simplify complex operational tasks, enabling clients to deliver tailored investment solutions to a broad spectrum of investors. Recently, Fnz secured $500 million in funding, underscoring its growth trajectory and the confidence investors have in its business model. The company operates in multiple regions, including the UK, Czech Republic, South Africa, New Zealand, and India, showcasing its global reach and local expertise.

27. Fair Place Finance SA

• Website: fairplacefinance.pl
• Ownership type: Private
• Headquarters: Lodz, Łódź Voivodeship, Poland
• Employee distribution: Poland 100%
• Founded year: 2021
• Headcount: 11-50
• LinkedIn: fair-place-finance-s-a

Fair Place Finance SA, founded in 2021 and based in Łódź, Poland, is a private financial services firm that specializes in digital wealth management. The company operates a platform designed to enable banks and financial institutions to offer customized wealth management products. Their clientele primarily consists of small and medium-sized banks and fintech companies looking to enhance their service offerings. Fair Place Finance operates under a white-label model, allowing partners to seamlessly integrate their solutions into existing services. The firm prides itself on its proprietary technology, which includes tools for low-cost trading on global markets and innovative portfolio management solutions. The team behind Fair Place Finance comprises experienced professionals from the financial services and technology sectors, bringing a wealth of knowledge to the company. They are currently in the process of applying for a broad investment firm license from a European regulator, ensuring compliance with industry standards.

28. Ardan International Limited

• Website: ardan-international.com
• Ownership type: Corporate
• Headquarters: Castletown, Isle of Man
• Employee distribution: Isle of Man 61%, United Arab Emirates 29%, Kenya 11%
• Latest funding: November 2016
• Founded year: 2013
• Headcount: 11-50
• LinkedIn: ardan-international-limited

Ardan International Limited, founded in 2013 and based in Castletown, Isle of Man, operates as a wealth management firm specializing in digital solutions for international investors. The company provides a secure online platform that allows users to manage and monitor their investments in one place. Catering to both individual and corporate clients, Ardan offers a range of financial planning tools designed to simplify investment management. Their platform is particularly appealing to expatriates and trustees, reflecting their commitment to serving a global clientele. Ardan is part of the International Financial Group Limited (IFGL), which manages assets worth USD 25 billion for over 216,000 customers. This affiliation enhances their operational strength and market presence. The firm has received accolades for its services, including multiple awards for being the Best International Platform, highlighting its competitive edge in the digital wealth management sector.

Digital Wealth Management Insights: Key Companies

Company	Headquarter	Size	Founded	Ownership
Personal Capital	Redwood City, California, United States (USA)	201-500	2009	Private Equity
Betterment	New York, New York, United States (USA)	201-500	2010	Private Equity
SigFig	San Francisco, California, United States (USA)	51-200	2006	Private Equity
Nest Wealth (Objectway Group)	Toronto, Ontario, Canada	51-200	2014	Corporate
Avaloq	Zurich, Zurich, Switzerland	1001-5000	1985	Corporate
Acorns	Irvine, California, United States (USA)	501-1000	2012	Private Equity
Kristal.AI	Singapore	51-200	2016	Venture Capital
Tifin	Boulder, Colorado, United States (USA)	201-500	2018	Private Equity
Cetera Financial Group	San Diego, California, United States (USA)	1001-5000	1981	Private Equity
Ellevest	New York, New York, United States (USA)	11-50	2014	Venture Capital
Robowealth Group	Bang Rak, Bangkok, Thailand	51-200	2017	Venture Capital
UOB Asset Management	Singapore	201-500	1986	Private
ET Money	Gurugram, Haryana, India	201-500	2015	Corporate
Bt	Barangaroo, New South Wales, Australia	1001-5000	1969	Private
LGT Private Banking	Vaduz, Vaduz, Liechtenstein	1001-5000	1920	Family Owned
Wealthy	Bengaluru, Karnataka, India	201-500	2015	Venture Capital
Farther	New York, New York, United States (USA)	201-500	2019	Venture Capital
Aviso	Toronto, Ontario, Canada	501-1000	2018	Private
Marstone, Inc.	Providence, Rhode Island, United States (USA)	11-50	2013	Venture Capital
Ndovu	Nairobi, Nairobi, Kenya	11-50	2020	Venture Capital
AGDelta	Singapore	51-200	2008	Private
Amber Group	Singapore	201-500	2017	Venture Capital
Formue Sverige	Stockholm, Stockholm, Sweden	201-500	2000	Family Owned
Centric	Sydney, New South Wales, Australia	11-50	2002	Private Equity
True Potential LLP	Newcastle Upon Tyne, England, United Kingdom (UK)	201-500	2007	Private
Fnz	London, England, United Kingdom (UK)	5001-10000	2004	Venture Capital
Fair Place Finance SA	Lodz, Łódź Voivodeship, Poland	11-50	2021	Private
Ardan International Limited	Castletown, Isle of Man	11-50	2013	Corporate

Want to Find More Digital Wealth Management Companies?

If you want to find more companies that offer investment management, financial planning, and automated solutions you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.

With Inven you'll also get to know the company's:

• Detailed Ownership: Who owns the company? Is it a public or private company? What is the ownership structure?
• Contact data: Who are the founders and CEO's? What are their emails and phone numbers?
• Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!